
Orion Advisor Solutions
Management Consulting
Company Overview
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor's unique definition of financial success. As of December 31, 2020, Orion supports more than 2,100 advisory firms with approximately $1.4 trillion in assets under administration and an additional $48 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital Investments) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory f
Employees by Level
12
32
30
73
273
388
Top C-suite Members of Company
Connect with key decision-makers at Orion Advisor Solutions. View contact details of C-suite executives and leadership team.
Name | Title | Contact | |
---|---|---|---|
Russell Mills | Chief Executive Officer | r****[email protected] | |
Ben Bell | Chief Financial Officer | b****[email protected] | |
Arun Anur | Chief Operating Officer | a****[email protected] | |
Charley Pavlick | President | c****[email protected] | |
Reed Colley | President, Technology | r****[email protected] | |
Michael Forker | Executive VP, Wealth Management Operations | m****[email protected] | |
Reid Peters | Controller | r****[email protected] | |
Arun Anur | Chief Operating Officer | a****[email protected] | |
Ben Bell | Chief Financial Officer | b****[email protected] | |
Charley Pavlick | President | c****[email protected] | |
Matthew Mileski | Regional VP | m****[email protected] | |
Reid Peters | Controller | r****[email protected] | |
Russell Mills | Chief Executive Officer | r****[email protected] |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
Name | Position | Phone | Profile | |
---|---|---|---|---|
Scott Klaassen | Institutional Service | ******3513 | [email protected] | |
Jeffrey Slutzky | Database Administrator | ******3513 | [email protected] | |
Jan-michael Williams | Lead Developer | ******0616 | [email protected] | |
Karthika Rajaraman | Quality Assurance Specialist | *******1600 | [email protected] | |
Michael Link | Senior Data Analyst | *******1251 | [email protected] | |
Curtis Deinert | Institutional Service Group | ******3513 | [email protected] | |
Barbara Buquing | Account Manager | ******3513 | [email protected] | |
Jared Jollensten | Investment Strategy Business Development | ******3513 | [email protected] | |
Jeff Hatten | Sql Server Database Administrator | ******3385 | [email protected] | |
Brandon Weeder | Senior Data Analyst | ******3513 | [email protected] | |
Robin Danahy | Sales Operations | ******3513 | [email protected] | |
Erica Ellis | Marketing Administrative Manager | ******6793 | [email protected] | |
Olivia Kunhart | Billing Subject Matter Expert | ******3513 | [email protected] | |
Dustin Garrett | Data Reconciliation | *******4305 | [email protected] | |
Krystal Leichliter | Graphic Design Contractor | *******7441 | [email protected] | |
Becca Sarratt | Subject Matter Expert Ascent Training | ******3513 | [email protected] | |
Tricia Drexel | Strategic Consulting | ******3513 | [email protected] | |
Tanner Bock | Account Manager | ******3513 | [email protected] | |
Joe Leyboldt | Managing Director, Operations | ******3513 | [email protected] | |
Heidi Meyer | Strategic | ******0205 | [email protected] | |
Ryan Deprez | Team Lead - Report Design | *******6692 | [email protected] | |
Renee Fast | Senior Manager, Premier Services | ******3326 | [email protected] | |
Ryan Hanthorn | Salesforce Software Engineer | *******7770 | [email protected] | |
Mark Pagliuca | Institutional Project | ******3513 | [email protected] | |
Shaun Kardell | Trading Product | *******0713 | [email protected] | |
Aaron Schaap | Salesforce Solutions | *******5610 | [email protected] | |
Ann Tanis | Data Analyst | ******5810 | [email protected] | |
David Chadwick | User Experience | ******3513 | [email protected] | |
Seth Mccune | Managing Director, Operational Efficiency | ******3513 | [email protected] | |
Jina Horton | Vice President Of Business Development | ******3513 | [email protected] | |
Nate Thomas | Software Engineer - User Interface Web Developer | *******2355 | [email protected] | |
W Langner | Solutions Architect | *******0372 | [email protected] | |
Raymond Griffey | Products Prices | ******3513 | [email protected] | |
Nicole Broussard | Process Improvement | ******3513 | [email protected] | |
Russell Teply | Software Developer | ******7614 | [email protected] | |
Quinelle Pralle | Windows Application Developer | ******0900 | [email protected] | |
Tim Nguyen | Software Engineer Api Developer | ******3513 | [email protected] | |
Todd Weber | Senior Account Manager | ******3513 | [email protected] | |
Michael Gibler | Senior Financial Data Analyst | ******3149 | [email protected] | |
Erika Jessop | Advisor Success Advocate | ******3513 | [email protected] | |
Jonathan Peltier | Sme Cost Basis | ******4570 | [email protected] | |
Amy Strickland | Project Manager | ******3513 | [email protected] | |
Greg Christensen | Software Developer | ******6597 | [email protected] | |
Joe Peldo | Senior Manager - Data Service Teams | ******3513 | [email protected] | |
Jacob Danielson | Strategic Consultant | ******4262 | [email protected] | |
Rahmeen Bahramzad | Premier Advisor Advocate | *******5008 | [email protected] | |
Rodney Mottl | Billing Product Manager | *******1473 | [email protected] | |
Evan Zantaltzis | Accounting | ******3513 | [email protected] | |
Daniel Mcaleer | Senior Accounting Analyst | ******3513 | [email protected] | |
Andrew Temple | Senior Billing Specialist - Team Lead | *******7277 | [email protected] | |
Vickie Baulisch | Account Analyst | *******3513 | [email protected] | |
Brian Schmitz | Training | ******3513 | [email protected] | |
Sneha Marri | Devops Engineer | ******8497 | [email protected] | |
Josh Benson | Assistant Vice President Of Emerging Advisors | ******3513 | [email protected] | |
Michaela Faires | Accounting | ******3513 | [email protected] | |
Michael Clark | Manager, Technology Support | ******3513 | [email protected] | |
Jeff Kliewer | Director Of Integration Partnerships And Support | ******3513 | [email protected] | |
Lauren Sanders | Content Marketing Strategist | ******7055 | [email protected] | |
Mark Bivens | Product Manager | *******4264 | [email protected] | |
Charles Cogburn | Financial Data Analyst | *******1600 | [email protected] | |
Sean Hollingshead | Vp, Managed Accounts | *******3313 | [email protected] | |
Eric Rubeck | Enterprise Data Architect | ******3513 | [email protected] | |
Benjamin Rawlings | Sme Reporting | *******4240 | [email protected] | |
Joy Donaldson | Institutional Project Manager | ******1441 | [email protected] | |
Zachary Waldron | Financial Risk Management | ******3242 | [email protected] | |
Benjamin Rawlings | Performance Training Architect | *******4240 | [email protected] | |
Killeen Wahl | Account Specialist | ******3513 | [email protected] | |
Justin Dick | Products And Prices Team Leader | ******3513 | [email protected] | |
Devan Meyer | Senior Financial Analyst | ******1063 | [email protected] | |
Kevin Stillman | Eclipse Onboarding Specialist | *******7400 | [email protected] | |
Jonathan Douglas | Advisor Success Advocate | ******7000 | [email protected] | |
Mike Zarren | Svp, Strategic Relationships | *******3313 | [email protected] | |
Shawn Perry | Accounting Teams | ******3513 | [email protected] | |
Steve Michaud | Desktop Application Developer | ******3513 | [email protected] | |
Justin Nordstrom | Accounting | ******3513 | [email protected] | |
Robert Lamberty | Training Engagement | ******3513 | [email protected] | |
Adam Palmer | Client Reporting Product | ******3513 | [email protected] | |
Samantha Brown | Investment Performance | ******1600 | [email protected] | |
Derek Vanosdall | Data | ******3513 | [email protected] | |
Shawn Edie | Strategic Consultant | ******2958 | [email protected] | |
Ellen Murphy | Strategic Consultant | ******7551 | [email protected] | |
Phillip Colling | Vice President Of Enterprise Business Development At Orion Advisor | *******1600 | [email protected] | |
Todd Urkoski | Product Owner | *******1600 | [email protected] | |
Danielle Hamby | Corporate Action Specialist And Accounting Analyst | ******3513 | [email protected] | |
Adrienne Redlin | Heldaway Assets Data Reconciliation | *******4439 | [email protected] | |
Kelly Shultz | Senior Executive Assistant To Eric Clarke, Chief Executive Officer | ******3513 | [email protected] | |
Brian Lowther | Financial Data | *******4439 | [email protected] | |
Brian Bartsch | Database Administrator | ******3513 | [email protected] | |
Vanessa Nelson | Accounting | ******3513 | [email protected] | |
Joseph Mastrogiovanni | Senior Manager-financial Data Reconciliation Teams | *******1600 | [email protected] | |
Josh Thoma | Solutions Architect | ******3513 | [email protected] | |
Mathew Slattery | Lead Software Engineer | *******4667 | [email protected] | |
Scott Pattison | Data Reconciliation Manger Schwab | ******3513 | [email protected] | |
Jeff Slutzky | Manager Database Development And Administration | ******8761 | [email protected] | |
Darren Olson | Content Marketing Manager | ******0645 | [email protected] | |
Ryan Cohagan | Integration Training Architect | ******3513 | [email protected] | |
Michaela Faires | Technology Consultant | ******3513 | [email protected] | |
Jeremy Waymire | Financial Data Analyst | *******7628 | [email protected] | |
Brad Gruwell | Accounting Analyst - Team Lead | ******3513 | [email protected] | |
Lisa Pekny | Portfolio Administrator | *******3313 | [email protected] |
Email Formats
Discover the email patterns used at Orion Advisor Solutions to connect with the right people.
Email Format | Example | Percentage |
---|---|---|
[email protected] | [email protected] | 45% |
[email protected] | [email protected] | 30% |
[email protected] | [email protected] | 15% |
[email protected] | [email protected] | 10% |
View Email formats of the company.
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Technology Stack
Technology
Frequently Asked Questions
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